About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.  

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Client Advisor, Wealth Management Advisory

Foundation and Institutional Advisors (FIA) is a dedicated national practice within Northern Trust exclusively serving nonprofits, endowments, and ERISA clients with a minimum of $10 million in investable assets. The Client Advisor team is responsible for managing client relationships and delivering high quality service.

FIA is seeking a driven, proactive, and intellectually curious partner to complement our business and bring value to our clients.

Core Responsibilities

• Maintain client satisfaction by building long-lasting relationships, collaborating with the service team to ensure high quality service, and delivering client-focused solutions to meet client needs.

• Manage assigned book of business to develop a thorough understanding of the client’s needs or interests that are in alignment with business focus and priorities.

• Oversee and execute daily client servicing activities within prescribed deadlines (e.g., wire transfers, vendor payments, securities gifting, check distributions, etc.).

• Operate on multi-custodial platforms, initiate account openings, monitor fee schedules, and validate all legal documentation to meet compliance and KYC requirements.

• Adhere to policies and procedures for all administrative functions to effect prudent risk management and judgement. Recognize relationship risk issues and seek appropriate resolution.

• Collaborate with service team to coordinate meetings, review account status, and product expansion opportunities.

• Identify and address product/service gaps and development opportunities, leveraging full array of product capabilities to enhance relationship.

• Demonstrate technical knowledge and analysis to assess, research, and resolve complex client inquiries and business challenges.

• Serve as a liaison in matters related to clients to solve problems and issues with internal departments and other business units.

• Attend and actively participate in internal and external meetings to discuss relevant issues, share practical knowledge, and enhance collaboration.

• Cultivate relationships with key personnel to drive retention, growth, and client loyalty.

• Travel periodically with service team to meet existing and prospective clients.

Qualifications

• College or University degree and/or relevant proven work experience.

• 5 years’ experience in asset servicing, trust, relationship management, or related fields.

• Functional/industry knowledge of financial products and services, investments, fiduciary relationships, estate planning, financial planning, capital markets, banking, and operations.

• Highly flexible and adaptable to a fast-paced and changing client-facing work environment.

• Ability to think strategically, operate independently, and multitask multiple assignments.

• Excellent interpersonal, verbal, and written communication skills.

Hybrid

We have a balanced hybrid working model to ensure you get the flexibility you need. Successful candidate will work a traditional 5 day work week, and will spend their time working at least 3 days in the office per week, and any non-office days working from home.

#LI-LG1

Salary Range:

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us: 

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater 

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

 
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.